How can I start a Chatbot manually?
This guide will focus on triggering a scenario manually from any conversation. This is a very useful way to quickly do some actions, or offer a user to follow a flow you have prepared.
There are many situations where being able to manually start a scenario can be handy. For instance, you might want to ask a user for information automatically, trigger a pre-recorded user journey, or share a meeting calendar and an embedded form.
Looking for a different way to start your scenario? Check out these guides as well:
How to start a Bot Scenario when a user sends a message
How to start a Bot Scenario without a user sending a message
🤖 If you're just getting started with the Bot plugin, feel free to check out this guide to take you through your first steps.
Now, let's have a look at how we can start our scenarios manually from any conversation!
Manual Scenarios can be started at any time during a conversation, even if an operator has recently sent a message.
What is a Manual Scenario
Creating and Using a Manual Scenario
Frequently Asked Questions
When creating a Bot Scenario, you start by connecting a block to your "Entry Gate", defining the starting point of your scenario.In most cases, where you'd like your scenario to trigger automatically, you will start with a block of type "Event" (such as a "User Message Matches" or "New Crisp Event"). These are automatic scenarios, meaning that they are triggered when a specific event occurs.
If your scenario begins with an "Action" or "Condition" block, instead of an "Event" block, it will be considered a manual scenario, meaning that it cannot start on its own (since it isn't listening for any event).
Manual scenarios can instead be triggered from the "Bot widget" present in any conversation. There, you will find all your scenarios starting with either a Condition or Action block.
Simply click them in order to trigger them and start their flow in that conversation.
To better illustrate how Manual Scenarios are created and triggered, we've prepared an example based on a popular use case among our customers.
In this example, we are creating a manual scenario to help us quickly share a Calendly link, so that our leads can book a meeting with our team directly from the chatbox.
This is one of the many usages that can benefit from the ability to manually start scenarios from a conversation!
Still have some questions about the Bot that were not covered in this article or related guides? Perhaps you'll find the answer here!
Here is a collection of the most frequently asked questions about manual scenarios to help get started on the right foot.
Don't hesitate visiting this in-depth article to learn more about the Bot and master your craftsmanship of scenarios
If your question does not figure here, share it with us directly by chat, we'll be available!
Short answer is yes.
Long answer is yes, any operator can start a bot scenario manually.
There are many situations where being able to manually start a scenario can be handy. For instance, you might want to ask a user for information automatically, trigger a pre-recorded user journey, or share a meeting calendar and an embedded form.
Looking for a different way to start your scenario? Check out these guides as well:
How to start a Bot Scenario when a user sends a message
How to start a Bot Scenario without a user sending a message
🤖 If you're just getting started with the Bot plugin, feel free to check out this guide to take you through your first steps.
Now, let's have a look at how we can start our scenarios manually from any conversation!
Manual Scenarios can be started at any time during a conversation, even if an operator has recently sent a message.
Table of Content
What is a Manual Scenario
Creating and Using a Manual Scenario
Frequently Asked Questions
What is a Manual Scenario
When creating a Bot Scenario, you start by connecting a block to your "Entry Gate", defining the starting point of your scenario.In most cases, where you'd like your scenario to trigger automatically, you will start with a block of type "Event" (such as a "User Message Matches" or "New Crisp Event"). These are automatic scenarios, meaning that they are triggered when a specific event occurs.
If your scenario begins with an "Action" or "Condition" block, instead of an "Event" block, it will be considered a manual scenario, meaning that it cannot start on its own (since it isn't listening for any event).
Manual scenarios can instead be triggered from the "Bot widget" present in any conversation. There, you will find all your scenarios starting with either a Condition or Action block.
Simply click them in order to trigger them and start their flow in that conversation.
Creating and Using a Manual Scenario
To better illustrate how Manual Scenarios are created and triggered, we've prepared an example based on a popular use case among our customers.
In this example, we are creating a manual scenario to help us quickly share a Calendly link, so that our leads can book a meeting with our team directly from the chatbox.
This is one of the many usages that can benefit from the ability to manually start scenarios from a conversation!
Frequently Asked Questions
Still have some questions about the Bot that were not covered in this article or related guides? Perhaps you'll find the answer here!
Here is a collection of the most frequently asked questions about manual scenarios to help get started on the right foot.
Don't hesitate visiting this in-depth article to learn more about the Bot and master your craftsmanship of scenarios
If your question does not figure here, share it with us directly by chat, we'll be available!
Can anyone start a Bot Scenario manually?
Short answer is yes.
Long answer is yes, any operator can start a bot scenario manually.
Updated on: 11/03/2024
Thank you!